Morgan Stanley Financial Advisors - Tallahassee (FL)

cherri case Working with Rose is amazing. She is very attentive and always makes me feel important. She and the rest of team Ellisor, Trotta & Associates are very professional and welcoming. Rose calls to check on me all the time and I appreciate her thoughtfulness while I am going through a difficult transition in my life. Thank you Rose.

Jan Aker The results speak for themselves, backed by the unequivocal dedication of her entire team. We as a family always feel she’s there , she listens , and goes the extra mile !

V K We have banked here for over 15 years! They are the nicest people at every location!!! I have been in many of their locations and everyone one of them greet you when you walk in the door. Of course I am partial to the one I use all the time on Barclay. It is a pleasure bank with them!!!!

Lynn Bain Andreas Heinrich, CPCU®️ has been my financial planner for the past 5 years, and I have been extremely happy with him, his team their services. They are incredibly knowledgeable and experienced in all areas of financial planning, and they have always taken the time to understand my individual needs. They have provided me with clear and concise advice, and they have helped me to reach my financial goals. I would highly recommend Andreas to anyone who is looking for a financial advisor. Pros: •Highly knowledgeable and experienced •Patient and understanding •Takes the time to understand your individual needs •Provides clear and concise advice •Offers a variety of financial planning services Cons: • Absolutely none!

Bradford Bateman I highly recommend Northrop Financial Group. Their professionalism is astounding and has been obvious from my initial consultation with Shane and Meghan. They have helped me convert my business from sole proprietor to S Corp and have made me aware of the benefits of doing so. I have had several questions along the way and Meghan has been very responsive and has always taken the time to answer my questions to my understanding. As a Realtor®, it has been difficult for me to maintain my bookkeeping throughout the year and burdensome come tax time, that is until I started working with Northrop Financial Group. Now, Meghan makes things very easy for me and maintains all of my records. I am now able to focus more on my income generating activities and continue to build my business. I am very grateful for the services Northrop Financial Group offers and for the customer service that I receive. Thank you!

Carla Lamb Jackson Hewitt in Crawfordville has handle my taxes for years. The atmosphere is very welcoming and they always have a friendly attitude. Natosha is absolutely phenomenal and always goes above and beyond exceeding all expectations. She has exceptional costumer service. For anyone looking into getting their taxes file I would highly recommend you go see her!

Maria Isabel Pajón Naranjo The best insurance agent—attentive to detail, passionate about what he does, and committed to making sure you understand everything.

Kim Taylor I opened an account here recently and needed some help with a check hold. Jasmine was extremely helpful and professional with her assistance. Thank you Jasmine and your staff :)

Margaret Rand Do yourself a favor by making an appointment at Altrus Investment Services in Punta Gorda, FL. Sommer ONeil and Bradley Teets are both experts in their field. You will have peace of mind knowing they have your best interests in mind at all times. You wont regret it!